25012 RFP On Call Facility Energy Auditing Se.pdf

THE UNIFIED GOVERNMENT OF

ATHENS-CLARKE COUNTY(ACCGov)

DATE: June 7, 2024

TO: ENERGY AUDITING VENDORS

SUBJECT: RFP #25012 ON CALL FACILITY ENERGY AUDITING SERVICES

You are invited to submit a proposal to provide On Call Facility Energy Auditing Services for the Central Service Department/Facilities Management Division.

Inquiries regarding proposals should be made to Samantha Murray, Community Business Procurement Coordinator, (706) 510-5671, or accbids@accgov.com. Technical questions may be directed to Beth Smith, Facilities Administrator, Central Services / Facilities Management at 706-613-3570 or email:

beth.smith@accgov.com.

A mandatory pre-proposal conference to respond to all inquiries with regards to this project will be held at 10:00 AM ET, June 12, 2024 in the Training Room located at 2555 Lexington Road, Athens, GA. All firms wishing to submit a proposal must sign-in and attend the pre-proposal conference in order to be eligible for consideration.

The estimated range of this project is: Less than $200,000 per year

Attached hereto is the Request for Proposal (RFP) instruction document. The written requirements contained in this (RFP) shall not be changed or superseded except by written addendum from the Unified Government of Athens-Clarke County Purchasing Division of the Finance Department. Failure to comply with the written requirements for this proposal may result in rejection of the proposal by the Unified Government of Athens- Clarke County.

One (1) USB Flash drive with a copy of the Proposal WITHOUT Pricing and One (1) Separately Sealed paper copy of section V-D Price Proposal Schedule must be submitted. Proposals are to be sealed, marked with the offeror's name and address and labeled, “RFP #25012 ON CALL FACILITY ENERGY AUDITING SERVICES” and delivered to:

The Unified Government of Athens-Clarke County Finance Department, Purchasing Division 375 Satula Avenue

Athens, Georgia 30601

Not later than 3:00 P.M. ET, Thursday, July 11, 2024

A qualified interpreter for the hearing impaired is available upon request at least 10 (ten) days in advance of the proposal opening date. Please call (706) 613-3088 for more information. This service is in compliance with the Americans with Disabilities Act (ADA).

mailto:accbids@athensclarkecounty.com mailto:beth.smith@accgov.com

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Hand delivered copies may be delivered to the above address ONLY between the hours of 8:00 a.m. and 5:00 p.m. E.T., Monday through Friday, excluding holidays observed by the Unified Government of Athens-Clarke County.

The Unified Government of Athens-Clarke County reserves the right to reject any and all proposals, to waive any technicalities or irregularities, and to award the contract based on the highest and best interest of the Unified Government of Athens-Clarke County.

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TABLE OF CONTENTS

SECTION TITLE

I REQUEST FOR PROPOSAL SUBMISSION INSTRUCTIONS

II REQUEST FOR PROPOSAL OVERVIEW AND PROCEDURES

III SCOPE OF SERVICES

A. INTRODUCTION AND PURPOSE

B. SPECIFIC TASKS

C. SUPPORTING RESOURCES

D. GENERAL REQUIREMENTS

E. ADDITIONAL REQUIREMENTS

IV SELECTION PROCESS AND EVALUATION CRITERIA

V MANDATORY PROPOSAL FORMS

A: PROPOSAL FORM

B ON-CALL SERVICE OPTIONS

C: ADDENDA ACKNOWLEDGEMENT

D: GEORGIA SECURITY & IMMIGRATION COMPLIANCE (GSIC) AFFIDAVIT

CONTRACTOR AFFIDAVIT & AGREEMENT

E: PRICE PROPOSAL SCHEDULE

1. PROJECT PRICING BY ROLE

2. Proposal Price – Sandy Creek Nature Center ENSAT Building

3. Proposal Price – Facilities & Landscape Management Facilities

4. Proposal Price – Health Department

5. Proposal Price – Library

6. Proposal Price – Multimodal Transportation Center

7. Proposal Pricing Summary

(All pricing forms must be submitted in a separately sealed envelope)

VI DOCUMENTS CHECKLIST

ATTACHMENT A: WHAT YOUR BUSINESS NEEDS TO KNOW ABOUT GEORGIA’S E- VERIFY

REQUIREMENTS

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SECTION I - REQUEST FOR PROPOSAL SUBMISSION INSTRUCTIONS

ALL PROPOSALS RECEIVED WILL BECOME A PART OF THE OFFICIAL CONTRACT FILE AND

MAY BE SUBJECT TO DISCLOSURE.

A complete signed proposal must include the documents listed below:

PROPOSAL FORMAT: Offerors are expected to examine the specifications, price schedule, and all instructions. Failure to do so will be at the offeror’s risk. Each offeror shall furnish the information required by the solicitation. The proposal and price schedule must be signed by an officer of the company, who is legally authorized to enter into a contractual relationship in the name of the offeror.

All proposals received will become a part of the official contract file and may be subject to disclosure.

PROPOSAL FORMAT: All proposals should include the information outlined below and in the following order:

1. Cover Letter: A brief cover letter of introduction and interest.

2. Table of Contents: Including all sections and subsections.

3. Business Information: State the full name and address of your organization and the branch office or subordinate element that will perform the services described in this proposal. Include a telephone number, the point of contact and official signature of an authorized company representative. Indicate whether you operate as a single proprietorship, partnership, or corporation. Include the state(s) in which you are incorporated and/or licensed to operate.

4. Qualifications and Experience: Include an organization chart and summary resumes of key personnel proposed for the project, including designations of the team leader, key team members, the person responsible for all proposed communications with the owner, and all proposed sub-consultants and a description of their roles.

a. Current Project Assignments: Identify the current project assignment(s) and the currently identified completion date(s) for projects currently being managed by the key individuals proposed for our project.

b. Project Partners: Please identify any project partners/sub-contractors that are needed to complete the project.

c. Additional Services Required: Based on the firm's understanding of the project, identify any additional services that might be required for a successful program.

5. Project Approach: Statement of project understanding, proposed approach, provided equipment list, and project timeline.

a. Understanding of the Project: Statement of the firm's understanding of the project and proposed approach for providing requested services.

b. Provided Equipment: Provide a list of key equipment and software that will be used as a part of this project.

c. Timeline: Please provide an outline of your project timeline that includes all major milestones

(gantt chart or similar).

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5. References: Include a minimum of three references for contracts of a similar nature, preferably public sector references. Include the name, address, telephone number, point of contact and description of the contract for each reference. Examples of no more than three "reference projects" which represent the design teams approach to design solutions for projects of similar scale and complexity, and the information on these projects must indicate the contributions of proposed key personnel in the design and development of the "referenced projects" cited in the submittal.

6. Financial Information and Documentation: Provide relevant information regarding organizational stability and strength. Documentation may include:

a. A statement of organizational structure (e.g., sole proprietorship, partnership, corporation, joint venture, etc.), information regarding the make-up of that structure (e.g., owner, partners, board of directors joint venture partners, etc.), a listing of financial references.

b. Failure to Complete Prior Projects - disclose whether the Offeror (or any general partner or joint venture of the Offeror) has ever failed to complete a similar project. If so, list the date of commencement of the project and the entity for which the project was to be performed, and explain why the project was not completed.

c. Disclose information and provide an explanation regarding any contracts involving the offeror or joint venture firm within the last three years which exceeded initial program or project budget, exceeded initial schedule, and any contract penalties or damages assessed.

7. Other Relevant Information: Include any other relevant information concerning the project in this section.

8. Reference Audit: Please include a copy of a recent ASHRAE Level II facility energy audit your firm has completed at a similar commercial building within the past 12 months. This section is exempt from any page number limit.

NOTE: Proposals shall not exceed 30 pages (cover page, reference audit, required forms, and pricing, not included).

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SUBMITTAL FORMAT: ALL proposal copies must be submitted in a sealed envelope or container with the OUTERMOST container stating the company name, address, telephone number, the RFP number and TITLE

(RFP #25012 ON CALL FACILITY ENERGY AUDITING SERVICES).

If you have an ACCGov Vendor Number please include it on the sealed envelope or container. If you do not know your vendor number, please email: vendor@accgov.com. If you do not have a vendor number but you are awarded this RFP, you will be invited to submit your vendor registration per the following instructions:

https://www.accgov.com/DocumentCenter/View/88465.

Please Note: The ACCGov Vendor Number is not required to submit a proposal, and new vendor registrations will not be processed for bidding/proposal purposes only.

One (1) USB Flash drive with a copy of the Proposal WITHOUT Pricing One (1) Separately Sealed paper copy of section V-D Price Proposal Schedule

(Must be submitted separately in a sealed envelope)

Offerors are responsible for informing any commercial delivery service, if used, of all delivery requirements and for ensuring that the required address information appears on the outer wrapper or envelope used by such service.

No responsibility shall attach to the Unified Government of Athens-Clarke County for the premature opening of a proposal not properly addressed and identified, and/or delivered to the proper or Improper address. Proposals via facsimile will NOT be considered.

ALL DOCUMENTS SUBMITTED ON USB FLASH

DRIVE MUST BE IN A SINGLE PDF FILE

mailto:vendor@accgov.com https://www.accgov.com/DocumentCenter/View/88465

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THE UNIFIED GOVERNMENT OF ATHENS-CLARKE COUNTY

REQUEST FOR PROPOSAL (RFP)

ON CALL FACILITY ENERGY AUDITING SERVICES

CENTRAL SERVICES DEPARTMENT

ATHENS, GEORGIA

SECTION II - REQUEST FOR PROPOSAL OVERVIEW AND PROCEDURES

A. INTRODUCTION

The Unified Government of Athens-Clarke County is seeking qualified proposals to audit and assess current energy usage and costs, and to identify, analyze, and recommend energy conservation measures, renewable energy systems, and strategies for the purchase/procurement of renewable energy with the ultimate goals of reducing the Unified Government of Athens-Clarke County’s energy costs and greenhouse gas emissions. This proposal is for a one-year period, with the option to extend the contract for four additional one-year terms if agreed upon by all parties.

The contractor will provide services per the scope of services as indicated in Section III of this request for proposal (RFP).

B. RFP TIMETABLE

The anticipated schedule for the RFP and contract approval is as follows:

Proposal Documents Available Thursday June 7, 2024 Pre-Proposal Conference ................................... 10:00 A.M. ET, Wednesday, June 12, 2024 Deadline for submission of questions ................ Thursday, June 20, 2024 (minimum 4 days prior to bid opening) Deadline for receipt of proposal ........................ 3:00 P.M. ET, Thursday July 11, 2024 Proposals Valid Until ......................................... 160 Days After Submission

C. CONTACT PERSON

The contact person for this RFP is Samantha Murray, Community Business Procurement Coordinator.

Explanation(s) desired by the offeror(s) regarding the meaning or interpretation of this RFP must be requested from the contact person, in writing via facsimile at (706) 510-5671 or accbids@accgov.com.

Technical questions may be directed to Beth Smith, Facilities Administrator, Central Services / Facilities Management at 706-613-3570 or email: beth.smith@accgov.com.

Offerors are encouraged to contact only the contact persons stated above to clarify any part of this RFP.

Any such unauthorized contact shall not be used as a basis for responding to this RFP and also may result in the rejection of the offeror's submittal.

D. MINIMUM PROPOSAL ACCEPTANCE PERIOD

Proposals shall be valid and may not be withdrawn for a period of 160 days from the date specified for receipt of proposals.

E. ADDITIONAL INFORMATION/ADDENDA

The Unified Government of Athens-Clarke County will issue responses to inquiries and any other corrections or amendments it deems necessary in written addenda issued prior to the proposal due date.

Offerors should not rely on any representations, statements or explanations other than those made in this RFP or in any addendum to this RFP. Where there appears to be a conflict between the RFP and any addenda issued, the last addendum issued will prevail.

mailto:beth.smith@accgov.com

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Request for additional information or clarifications must be made in writing no later than the date specified in the RFP Timetable. The request must contain the offeror's name, address, phone number, and fax number, and email address.

Offerors must acknowledge any issued addenda. Proposals which fail to acknowledge the offeror’s receipt of any addendum will result in the rejection of the proposal if the addendum contained information which substantively changed the Owner’s requirements

Offerors who obtain this Request for Proposal from Georgia Procurement Registry or Athens Clarke County/Purchasing (https://www.athensclarkecounty.com/Bids.aspx)or from other than the Purchasing Division are advised to re-visit the above websites to obtain any addenda which may be issued prior to the proposal closing date. The Unified Government of Athens-Clarke County assumes no responsibility for Offerors’ failure to acknowledge any addenda issued

F. LATE PROPOSALS, WITHDRAWALS, MODIFICATIONS AND REJECTIONS

Proposals shall not be modified, withdrawn, or canceled by the offeror for a period of one hundred and twenty (160) days following the time and date designated for the receipt of proposals, and each offeror so agrees in submitting his proposal. Negligence on the part of the Offeror in the preparation of his proposal shall not be grounds for the modification or withdrawal of a proposal after the time set for proposal closing. Proposals received after the proposal due date and time are late and will not be considered. Modifications received after the proposal due date are also late and will not be considered

G. PROPOSAL CLOSING

Proposal schedule prices will not be opened or read aloud publicly. A list of names of firms providing proposals may be obtained from Georgia Procurement Registry or Athens Clarke County Bids or via email request to E-Mail: accbids@accgov.com after the proposal due date and time stated herein. A tabulation of prices may be obtained upon award.

H. NON-COLLUSION AFFIDAVIT

By submitting a proposal, the offeror represents and warrants that such proposal is genuine and not sham or collusive or made in the interest or on behalf of any person not therein named and that the offeror has not directly or indirectly induced or solicited any other offeror to put in a sham proposal, or any other person, firm or corporation to refrain from proposing and that the offeror has not in any manner sought by collusion to secure to that offeror any advantage over any other offeror.

By submitting a proposal, the offeror represents and warrants that no official or employee of the Unified Government of Athens-Clarke County has, in any manner, an interest, directly or indirectly in the proposal or in the contract which may be made under it, or in any expected profits to arise therefrom.

I. GEORGIA SECURITY AND IMMIGRATION COMPLIANCE ACT AFFIDAVIT

By submitting a proposal and executing the attached Affidavits, the offeror verifies its compliance with O.C.G.A. §13-10-91. The offeror further agrees to maintain records of such compliance and shall provide a copy of each such verification to Unified Government of Athens-Clarke County, at the time the subcontractor(s) is retained to perform such services.

J. COST INCURRED BY OFFERORS

All expenses involved with the preparation and submission of proposals to the Unified Government of Athens-Clarke County, or any work performed in connection therewith shall be borne by the offeror(s).

No payment will be made for any responses received or for any other effort required of or made by the offeror(s) prior to the commencement of work as defined by a contract approved by the governing body of the Unified Government of Athens-Clarke County.

http://ssl.doas.state.ga.us/PRSapp/PR_index.jsp http://www.athensclarkecounty.com/index.aspx?NID=375 http://www.athensclarkecounty.com/index.aspx?NID=375 https://www.athensclarkecounty.com/Bids.aspx http://ssl.doas.state.ga.us/PRSapp/PR_public_routing.jsp?route_code=nigp_list http://ga-athensclarkecounty.civicplus.com/Bids.aspx

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K. EQUAL OPPORTUNITY POLICY STATEMENT

It is the policy of the Athens-Clarke County government that no person or business shall be excluded from participation, denied the benefits of, or otherwise discriminated against in relation to the award and performance of any contract or subcontract on the grounds of race, color, creed, national origin, age, or sex.

L. HOLD HARMLESS AND INDEMNIFICATION

The Offeror agrees, insofar as it legally may, to indemnify and hold harmless the Unified Government of Athens-Clarke County, its officers, employees and agents from and against all loss, costs, expenses, including attorneys' fees, claims, suits and judgments, whatsoever in connection with injury to or death of any person or persons or loss of or damage to property resulting from any and all operations performed by Offeror, its officers, employees, and agents under any of the terms of this contract.

M. SITE VISIT:

Offerors are urged and expected to inspect the site where services are to be performed and to satisfy themselves regarding all general and local conditions that may affect the cost of contract performance, to the extent that the information is reasonably obtainable. In no event, shall failure to inspect the site constitute grounds for a claim after contract award.

N. AWARD OF CONTRACT

This is a past performance/technical/price trade-off source selection in which competing offeror’s past and present performance history and technical ability will be evaluated on a basis approximately equal to price. Award will be made to the responsible offeror whose proposal represents the best value after evaluation in accordance with the factors listed in Section IV herein. The Unified Government of Athens- Clarke County may reject any or all proposals if such action is in the Unified Government’s interest.

O. PLACE OF PERFORMANCE

The Unified Government of Athens-Clarke County will not contemplate traveling outside the City of Athens to the contractor’s facility for custom fitting or alterations. The offeror shall insert in the spaces provided in the price schedule the address of the plants or facilities location(s) that he intends to use.

P. QUALIFICATION OF OFFERORS

The Unified Government of Athens-Clarke County may make such reasonable investigations as deemed proper and necessary to determine the ability of the offeror to perform the work and the offeror shall furnish to the Unified Government all such information and data for this purpose as may be requested.

The Unified Government reserves the right to reject any proposal if the evidence submitted by, or investigations of, such offeror fails to satisfy the Unified Government that such offeror is properly qualified to carry out the obligations of the contract and to complete the work contemplated therein.

The Unified Government of Athens-Clarke County contractors/vendors must have a current Athens-

Clarke County business license if they are physically located in Athens-Clarke County or if they perform a service in Athens-Clarke County.

Proposals from any offeror that is in default on the payment of any taxes, license fees, or other monies due to the Unified Government will not be accepted.

Q. ALTERNATE PROPOSALS

Alternate proposals or proposals that deviate from the requirements of this solicitation will not be considered. Offerors shall not insert in their proposal any written statement which will have the effect of making any material change or changes in the Scope of Services or in any contract between the parties covering subject matter thereof.

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R. OPEN RECORDS

In accordance with OCGA Section 50-18-72(a)(34) Any trade secrets obtained from a person or business entity that are required by law, regulation, bid, or request for proposal to be submitted to an agency. An entity submitting records containing trade secrets that wishes to keep such records confidential under this paragraph shall submit and attach to the records an affidavit affirmatively declaring that specific information in the records constitute trade secrets pursuant to Article 27 of Chapter 1 of Title 10. If such entity attaches such an affidavit, before producing such records in response to a request under this article, the agency shall notify the entity of its intention to produce such records as set forth in this paragraph. If the agency makes a determination that the specifically identified information does not in fact constitute a trade secret, it shall notify the entity submitting the affidavit of its intent to disclose the information within ten days unless prohibited from doing so by an appropriate court order. In the event the entity wishes to prevent disclosure of the requested records, the entity may file an action in superior court to obtain an order that the requested records are trade secrets exempt from disclosure. The entity filing such action shall serve the requestor with a copy of its court filing. If the agency makes a determination that the specifically identified information does constitute a trade secret, the agency shall withhold the records, and the requester may file an action in superior court to obtain an order that the requested records are not trade secrets and are subject to disclosure;

S. NON-DISCRIMINATION ORDINANCE

Contractor agrees to abide by and be bound by Chapter 6-21 of the Code of Athens-Clarke County, Georgia, regarding Unlawful Discrimination and agrees to ensure that any and all subcontractors operating pursuant to this solicitation also agree to abide by and be bound by Chapter 6-21 of the Code of Athens-Clarke County, Georgia.”

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SECTION III - SCOPE OF SERVICES

The contractor shall provide all personnel, equipment, tools, materials, supervision, and other items and services necessary for work as per the scope of services outlined below.

A. INTRODUCTION AND PURPOSE

The Unified Government of Athens-Clarke County (ACCGov) is a unified city/county government located in the northeast section of the state of Georgia and is approximately sixty (60) miles northeast of Atlanta, Georgia. The Unified Government of Athens-Clarke County (the government’s official name) was formed in 1991 by a referendum which required the combining of The City of Athens and Clarke County. ACCGov serves an area population of approximately 130,000 with annual growth projected at 1% per year. ACCGov provides a multitude of local and state-funded services, which includes, but is not limited to, Public Safety, Utility, Courts, Corrections, Tax and Fire Services. ACCGov employs approximately 1,900 people.

The Unified Government of Athens-Clarke County (ACCGov) seeks energy audits to assess current energy usage and costs. The goal is to identify, analyze, and recommend energy conservation measures, renewable energy systems, and procurement strategies to reduce energy costs and greenhouse gas emissions.

B. SPECIFIC TASKS: The scope of work covered by this RFP includes the following as well as the opportunity, but not the obligation to provide on-call energy services as outlined in Form V-B in this RFP.

1. Performance of ASHRAE Level 2 facility energy audits of the Unified Government of Athens-

Clarke County (ACCGov) buildings as noted below, to be initiated within sixty days of contract execution and “Notice to Proceed“. It is intended that the audit include all relevant factors contributing to energy usage at the facilities included. The audit of all usage shall include a complete inventory/listing of all meters and billing points for all forms of energy usage for the buildings and facilities.

2. Preparation and delivery of a report identifying, discussing, and recommending energy conservation measures and projects and renewable energy systems. Include a comprehensive timeline, inclusive of clear milestones aligned with project objectives, and specify the timeframe for commencing work after the issuance of a purchase order. The report shall calculate:

a. The ACCGov’s energy consumption (in KWH, therms, etc), energy costs, and greenhouse gas emissions (in accordance with approved United States Environmental Protection Agency quantification protocols) as of the date of the report.

b. A projection of ACCGov’s energy costs and greenhouse gas emissions without implementation of any project recommendations.

c. ACCGov’s energy costs and greenhouse emissions assuming implementation of projects with a simple payback of 15 years or less.

d. ACCGov‘s energy costs and greenhouse gas emissions if all recommendations are implemented.

The projection period shall be ten (10) years.

The required report must include the following:

1. A detailed economic analysis of the cost-effectiveness of each recommendation, including total projected costs with return on investment time periods.

2. A detailed technical analysis of the greenhouse gas emission reductions associated with each energy conservation measure or renewable energy system installation.

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3. The report should include an assessment of the building envelopes (windows, doors, insulation, etc.)

for energy efficiency and effectiveness and provide recommendations for any cost-effective improvements that ACCGov could implement.

4. FY25 Facilities for Audit

C. SUPPORTING RESOURCES: Generally, ACCGov has the following items available to support the audit of its facilities:

1. Architectural and Engineering Plans, including floor plans, mechanical, plumbing, and electrical systems as they were originally constructed.

2. A facility life cycle plan that identifies the target date of replacement of HVAC, roofing, and generators.

3. Five year of maintenance history for each building.

4. Annotation of the utility providers and account numbers serving each facility.

5. GIS shapefiles including, but not limited to, aerial photos, parcel boundaries, and building locations.

D. GENERAL REQUIREMENTS

1. Physical Security: The contractor shall safeguard all Unified Government of Athens-Clarke County property provided for contractor use. At the close of each work period, vehicles, facilities, support equipment, and materials shall be secured.

2. Access Control: Contractor can gain access to the sites Monday – Friday from 8:00 am – 5:00 pm.

3. Contract Performance Period: Contract performance period shall be from the date of award to final completion unless terminated by either party giving to the other written notice of termination in writing thirty (30) days prior to the proposed date of termination. Termination by the Unified Government of Athens-Clarke County can be immediate upon contractor failure to comply with any of the terms.

4. Hours Of Operation: Monday – Friday, 8:00 am – 5:00 pm.

5. Ordering and Payment: Performance will be ordered by issuance of a purchase order for the period of performance. Payment for work performed shall be paid monthly upon receiving invoicing with an attached copy of each certificate of receipt of service for that month signed by Beth Smith, Facilities Administrator. The contractor shall ensure that all invoices clearly reflect the purchase order number. All original invoices must be mailed or hand-delivered to Athens-Clarke County Facilities Management, 2555 County Farm Road, Athens, GA 30605. Failure to comply with this provision may result in delayed payments for services rendered.

Facility Name Address

Approximate Square Footage

Sandy Creek Nature Center ENSAT Building 205 Old Commerce Road 17,022 Facilities & Landscape Management Building 2555 Lexington Road 52,963 Health Department 345 North Harris Street 26,110 Library 2025 Baxter Street 85,440 Transit Multi-Modal Transportation Center 775 East Broad Street 10,500

Total 192,035

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a. The Contractor shall prepare and submit invoices to the Facilities Management address specified on individual orders. If the invoice does not comply with these requirements, the Finance Office will return it with the reasons why it is not a proper invoice. A proper invoice must include the items listed below.

(i) Name and address of the Contractor.

(ii) Invoice date and invoice number. (The Contractor should date invoices as close as possible to the date of the mailing or transmission.)

(iii) Purchase order number for supplies delivered or services performed.

(iv) Description, quantity, unit of measure, unit price, and extended price of supplies delivered or services performed.

(v) Shipping and payment terms (e.g., shipment number and date of shipment, discount for prompt payment terms).

(vi) Name and address to whom payment is to be sent.

(vii) Name (where practicable), title, phone number, and mailing address of the person to notify in the event of a defective invoice.

(viii) Any other information or documentation required by the contract (e.g., evidence of shipment).

b. In the event orders are made via monthly or period purchase orders, the contractor may provide a summary invoice for all deliveries made during a billing period, identifying the delivery tickets covered therein, stating their total dollar value. A summary invoice shall be supported by receipt copies of the delivery tickets. Delivery tickets or sales slips shall contain:

(i) Name of supplier

(ii) Purchase Order number

(iii) Ship to Department and Address

(iv) Description, Quantity, unit price, and extension of each item.

(v) Date of delivery or shipment.

E. ADDITIONAL REQUIREMENTS

1. TERMINATION FOR CAUSE: The Unified Government of Athens-Clarke County reserves the right to terminate the resulting contract, in whole or in part, for failure to comply with any provisions of the contract as outlined by providing a written notice to the successful vendor at least ten (10) days before the effective date of termination. The successful vendor will not be relieved of any outstanding responsibilities or unfinished obligations under this contract.

2. CONTRACT RENEWAL TERMS

The purpose of this RFP is to develop an on-call relationship with a firm that is capable of doing multiple ASHRAE Level 2 facility energy audits per year. Additionally, to the degree the awarded party(s) are willing, this procurement can be used for other on-call services related to energy, as outlined in Form V-B below. As such, beginning July 1, 2025, the term of this contract shall be automatically extended for four (4) additional periods of one (1) year each (collectively “Renewal Term”) unless either party gives written notice of its intention not to renew, or the intention to modify, the agreement 90 days before expiration of the effective renewal term.

By written notice to the Contractor, Athens-Clarke County Government, or its designated representative, may, from time to time, make changes within the general scope of this contract, including the number of buildings and the name of the building to be audited. If any such change causes an increase or decrease in the contractor's cost or performance or the time required for performance, an equitable adjustment in the contract price and/or the time allowed for the performance of the contract shall be negotiated, and the contract modified accordingly by written

Page | 14 supplemental agreement. Any claim by the contractor for adjustment under this clause must be asserted by written notice to the Athens-Clarke County Government within thirty (30) days from the date of receipt by the Contractor of the change notice.

3. TERMINATION WITHOUT CAUSE: The Unified Government of Athens-Clarke County reserves the right to terminate the contract at any time without cause, in whole or in part, by providing a written notice to the other party at least thirty (30) days before the effective date of termination. The other party will not be relieved of any outstanding responsibilities or unfinished obligations under this contract that were incurred prior to termination.

5. REPORTING DISPUTES: The contractor shall report any contract disputes and/or problems to the Purchasing Administrator, both verbally and in writing, within 48 hours of their occurrence.

6. INDEPENDENT CONTRACTOR: The contractor shall not be an employee of the Unified

Government of Athens-Clarke County, but shall be an independent contractor. Nothing in this agreement shall be construed as authority for the contractor to make commitments which shall bind the Unified Government or to otherwise act on behalf of the Unified Government, except as the Unified Government may expressly authorize in writing.

7. SAFETY: The contractor shall take every precaution at all times for the protection of persons and property, including the Unified Government of Athens-Clarke County's employees and property and its own. The contractor shall be responsible for initiating, maintaining and supervising all safety precautions and programs in connection with the work under this contract.

The contractor shall maintain an adequate safety program to ensure the safety of contractor employees, subcontractor employees, and all other individuals working under this contract. In addition, the contractor must also provide the Unified Government of Athens-Clarke County with a written safety program that he intends to follow in pursuing work under this contract. No work under this contract will be permitted until the Unified Government is assured that the contractor has an adequate safety program in effect.

8. SUBCONTRACTS: No portion of the work shall be subcontracted without the prior written consent of the Unified Government of Athens-Clarke County Purchasing Division. If a portion of the work is approved for subcontracting, the contractor shall remain fully liable and responsible for the work to be done by the subcontractor(s) and shall assure compliance with all requirements of this contract.

9. ESTIMATED QUANTITIES: The quantities of items specified in the Proposal Schedule are estimates only and are not purchased by this contract. Except as this contract may otherwise provide, if the Unified Government of Athens-Clarke County requirements do not result in orders in the quantities described as "estimated", that fact shall not constitute the basis for an equitable price adjustment. Delivery shall be made only as authorized by orders issued in accordance with the Ordering clause. Subject to any limitations in the Order clause or elsewhere in this contract, the Contractor shall furnish to the Unified Government all items specified in the Proposal Schedule and called for by orders issued in accordance with the Ordering clause

10. CHANGES: Changes in the terms and conditions of this contract may be made only by written agreement of the parties.

11. INSURANCE.

a. The Contractor shall, at its own expense, provide and maintain during the entire performance of this contract, at least the kinds and minimum amounts of insurance specified below. The

Page | 15 insurer shall be in good standing within the state of Georgia through the Insurance Commissioner’s Office and must be rated “A” or better, and have a financial rating of VII or higher, with AM Best Company.

b. Before commencing work under the contract, the Contractor shall provide to Athens Clarke

County, Attn: Purchasing Administrator, a Certificate of Insurance evidencing the required kinds and amounts of insurance. The minimum kinds and amounts of insurance shall be:

i. Workers’ Compensation – Contractors are required to comply with applicable Federal and Georgia State workers’ compensation statutes. Policies covering Workers’ Compensation liability shall provide coverage of statutory benefits and employers liability of at least $1,000,000 each accident; at least $1,000,000 each employee for disease and $1,000,000 policy limit for disease.

ii. General Liability - $2,000,000 aggregate; $1,000,000 per occurrence; Coverage should be on a per occurrence basis.

iii. Automobile Liability – Automobile liability insurance shall be written on the comprehensive form of policy – Combined single limit of at least $1,000,000 to include Hired Autos and Non-owned Autos.

iv. Excess Liability - $1,000,000 on a per occurrence basis

v. Any bid exceeding $50,000 requires a performance and payment bond for in the amount of 100% of the job. No material deviation from the language will be accepted.

These documents must be filled out completely and notarized with appropriate power of attorney form attached. The bonding company must appear on the Federal register of approved companies.

c. The Contractor shall provide the following endorsements with the certificate of insurance.

Contractor shall list the Unified Government of Athens-Clarke County as an additional insured on their General Liability and Auto Liability coverages. A waiver of subrogation is to be provided in favor of the Unified Government of Athens-Clarke County for all policies including Workers’ Compensation. A primary and non-contributory endorsement shall be provided on their General Liability and Auto Liability coverages. The Contractor’s carrier(s) shall provide an endorsement requiring carrier(s) to provide the Unified Government of Athens Clarke County written notice of any cancellation or substantial change of insurance coverage prior to cancellation for all policies.

d. The Certificate of Insurance shall reference the proposal and project name as evidencing this requirement.

e. The Contractor shall insert the substance of this requirement, including this paragraph, in subcontracts under the contract that require work on The Unified Government of Athens- Clarke County property and shall require subcontractors to provide and maintain a copy of all subcontractors’ proofs of required insurance, and shall make copies available to the Purchasing Administrator upon request.

SECTION IV - SELECTION PROCESS AND EVALUATION CRITERIA

The Unified Government of Athens-Clarke County intends to evaluate proposals and award a contract after conducting discussions with offerors whose proposals have been determined to be within the competitive range.

If it is determined that the number of proposals that would otherwise be in the competitive range exceeds the number at which an efficient competition can be conducted, the Unified Government may limit the number of proposals in the competitive range to the greatest number that will permit an efficient competition among the most highly rated proposals. Therefore, the offeror's initial proposal should contain the offeror's best terms from a price and technical standpoint.

EVALUATION CRITERIA

Evaluation criteria to be used in determining the selected firm in order of importance are:

1. QUALIFICATIONS & FIRM EXPERIENCE in providing services to public sector organizations.

This will inclusive of the firm’s members on the project team as well as the qualifications and experience of any listed sub-contractors/partners. (25 points)

2. UNDERSTANDING OF THE PROJECT & PROPOSED TECHNICAL APPROACH Assesses whether the contractor has given sufficient evidence of having understood the requirements stated in the SOW. Assesses whether the contractor has proposed a solution that is technically feasible and achievable within the constraints of the SOW, and fully addresses the scope of work identified in the RFP. (25 points)

3. REFERENCES & REFERENCE AUDIT Provide the name, address, and telephone number of at least three (3) appropriate references familiar with the quality of work the firm has done on similar projects, including applicable past work with the Unified Government of Athens-Clarke County.

Additionally, the provided reference audit is comprehensive in its scope, technically sound, and easy to understand. (20 points)

4. COST/PRICE. Assesses whether the price is reasonable and in concert with industry standards.

This will be evaluated both on the proposed cost for the facility audits along with the rates listed for project team roles over five years. This factor will only be assessed after the other criteria have been scored without knowing the proposed project cost. (20 points)

5. TIMELINE Assesses if the vendor has proposed a reasonable timeline that includes clear milestones aligned with project goals. Assesses how long after the issuance of a purchase order the vendor intends to begin work on the project. (10 points)

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SECTION V – PROPOSAL FORMS

A: PROPOSAL FORM

Proposal of___________________________________________________________

(Hereinafter called "Offeror"), organized and existing under the laws of the State of

__________________________, doing business as ________________________________*.

In compliance with your RFP, the Offeror hereby proposes and agrees to perform and furnish all work for the requirement known as RFP #250012 ON CALL FACILITY ENERGY AUDITING SERVICES in strict accordance with the Proposal Documents, within the time set forth therein, and at the price proposed.

By submission of this Proposal, the Offeror certifies, and in the case of a joint Offer, each party thereto certifies as to its own organization that:

1. The Offeror has examined and carefully studied the Proposal Documents and the Addenda, receipt of all of which is hereby acknowledged at Section V-B.

2. The Offeror agrees that this proposal may not be revoked or withdrawn after the time set for the opening of proposals but shall remain open for acceptance for a period of sixty (60) days following such time.

Company:

Contact:

Address:

Phone: Fax

Email:

By checking this box, I acknowledge that I have read all insurance requirements and will meet requirements listed in RFP #25012 ON CALL FACILITY ENERGY AUDITING SERVICES if awarded.

Authorized Representative/Title (print or type)

Authorized Representative (Signature)

Date

MANDATORY SUBMITTAL

Page | 18

B: On-Call Service Options

The intent of this project is to use this project as a mechanism to source other on-call services related to energy management. Please indicate below which services you are capable and willing to provide under the terms of this RFP and its associated pricing. This information will be used to determine which on-call services will be engaged as they are needed moving forward. Proposals will not be penalized should they be unable or unwilling to provide these services under the terms and pricing of this RFP.

_____ Solar Energy System Design Review and Financial Analysis

_____ Solar Energy Procurement Agreement Financial Analysis

_____Guidance On Which Energy Upgrades to Incorporate into New ACCGov Construction Projects

_____ Facility EV Charger Planning

_____ Fleet EV Assessments

_____ Microgrid Design Review

_____ Feasibility Assessments of Unique Projects Such as Mircogrids, Hyrdogen Production, and Other Similar Projects

_____ Energy Policy Development (Sustainable Building Policies, Benchmarking Ordinances, Etc.)

_____ Water and Wastewater Facility Energy Audits

_____ Transit Alternative Fuels Assessment

_____ KPI Development and Monitoring (fuel savings, avoided energy use, financial savings, etc.)

_____ Educational Materials Development Related to Energy

_____ Utility Rate Analysis

_____ Renewable Natural Gas and/or Renewable Energy Credit Procurement

_____ Energy Grants Writing and/or Management

_____ Energy Rebate and/or Tax Credit Management

Company Name (printed):

C: ADDENDA ACKNOWLEDGEMENT

The Offeror has examined and carefully studied the Specifications and the following Addenda, Receipt of all of which is hereby acknowledged:

Addendum No.

dated

Acknowledgement

Initial

Offerors must acknowledge any issued addenda. Proposals which fail to acknowledge the offeror’s receipt of any addendum will result in the rejection of the proposal if the addendum contained information which substantively changes the Owner’s requirements.

Page | 20

D: GEORGIA SECURITY & IMMIGRATION COMPLIANCE (GSIC) AFFIDAVIT

The Unified Government of Athens-Clarke County and Contractor agree that compliance with the requirements of O.C.G.A.

§ 13-10-91, as amended, and Rule 300-10-1-.02 of the Rules of the Georgia Department of Labor are conditions of this Agreement for the physical performance of services.

The Contractor further agrees that its compliance with the requirements of O.C.G.A. § 13-10-91, as amended, and DOL Rule 300-10-1-.02 is attested to on the executed Contractor Affidavit and Agreement attached hereto.

If employing or contracting with any subcontractor(s) in connection with this Agreement, Contractor further agrees:

(1) To secure from the subcontractor(s) an affidavit attesting to the subcontractor’s compliance with O.C.G.A. § 13-10-91, as amended, and DOL Rule 300-10-1-.02; such affidavit being in the form attached hereto; and

The failure of Contractor to supply the affidavit of compliance at the time of execution of this Agreement and/or the failure of Contractor to continue to satisfy the obligations of O.C.G.A. § 13-10-91, as amended, and DOL Rule 300-10-1-.02 as set forth in this Agreement throughout the contract period shall constitute a material breach of the contract. Upon notice of such breach, Contractor shall be entitled to cure the breach within ten days, upon providing satisfactory evidence of compliance with the terms of this Agreement and State law. Should the breach not be cured, Athens-Clarke County shall be entitled to all available remedies, including termination of the contract and damages.

SEE AFFIDAVIT ON FOLLOWING PAGE

Page | 21

D: CONTRACTOR AFFIDAVIT & AGREEMENT UNDER O.C.G.A. § 13-10-91(b)(1)

By executing this affidavit, the undersigned contractor verifies its compliance with O.C.G.A. § 13-10-91, as amended, stating affirmatively that the individual, firm or corporation which is engaged in the physical performance of services on behalf of The Unified Government of Athens-Clarke County, Georgia, has registered with, is authorized to use, and uses the federal work authorization program commonly known as E-Verify, or any subsequent replacement program, in accordance with the provisions and deadlines established in O.C.G.A. § 13- 10-91, as amended.

Furthermore, the undersigned will continue to use the federal work authorization program throughout the contract period and the undersigned contractor will contract for the physical performance of services in satisfaction of such contract only with subcontractors who present an affidavit to the contractor with the information required by O.C.G.A. § 13-10-91(b). Contractor hereby attests that its federal work authorization user identification number and date of authorization are as follows:

Federal Work Authorization Company Identification Number Date of Authorization

Name of Contractor: _______________________________________________________________

Name of Project: _______________________________________________________________

Name of Public Employer: The Unified Government of Athens-Clarke County

I hereby declare under penalty of perjury that the foregoing is true and correct.

Executed on ____, ___________, 202__ in _______________________, _____________________.

Signature of Authorized Officer or Agent

Printed Name and Title of Authorized Officer or Agent

SUBSCRIBED AND SWORN BEFORE ME ON THIS THE

____ DAY OF ____________, 202_

Notary Public My Commission Expires:

Page | 22

E: PRICE PROPOSAL SCHEDULE

(Must be submitted separately in a sealed envelope)

Pricing Worksheet.xls

Page | 23

SECTION VI DOCUMENTS CHECKLIST:

PROPOSAL DOCUMENTS CHECKLIST:

1. Cover Letter

2. Table of Contents

3. Business Information

4. Qualifications and Experience

5. Project Approach

6. References

7. Financial Information and Documentation

7. Other Relevant Information

8. Reference Audit

MANDATORY PROPOSAL FORMS (SECTION V) Offeror must complete, execute and include with the proposal the following mandatory documents:

A. Proposal form

B. On-Call Service Options

C. Addenda Acknowledgement

D. Georgia Security & Immigration Compliance (GSIC) Affidavit

Contractor Affidavit & Agreement

E. PRICE PROPOSAL SCHEDULE

1. PROJECT PRICING BY ROLE

2. Proposal Price – Sandy Creek Nature Center ENSAT Building

3. Proposal Price – Facilities & Landscape Management Facilities

4. Proposal Price – Health Department

5. Proposal Price – Library

6. Proposal Price – Multimodal Transportation Center

7. Proposal Pricing Summary

(All pricing forms must be submitted in a separately sealed envelope)

Page | 24

ATTACHMENT A

What Your Business Needs to Know about Georgia’s E- Verify Requirements

(Effective July 1, 2013) E-Verify Contractor Requirements Georgia law, O.C.G.A. § 13-10-91, requires all businesses that contract with a public employer for labor or services by bid or by contract in which the labor or services exceed $2499.99 to sign an affidavit attesting that they are registered for and use E-Verify unless 1) the contractor has no employees (in which case they must present an approved state issued identification card/drivers’ license from an approved state as provided on the Attorney General’s website ) or, 2) the contract is with an individual licensed under Title 26, Title 43, or the State Bar of Georgia who is in good standing and that individual is performing that service.